Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lee Schrieber is an investment advisor representative at Robert W. Baird & Co. Inc. Robert has been in the financial services industry since March 1988. Robert has held previous positions at Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Robert is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 9, 10, 31, 63, and 66 licenses. Robert is also registered as an investment advisor representative in 32 states and the District of Columbia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
IL
10/18/2021 - Present
Robert W. Baird & Co. Inc. (Elgin IL)
IL
01/01/2008 - 03/11/2019
WELLS FARGO CLEARING SERVICES, LLC (ELGIN IL)
IL
09/15/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ELGIN IL)
MO
03/22/1988 - 09/18/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 12/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/22/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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